SWM

Selective Wealth Management Portfolio holdings

AUM $311M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.02%
2,575
+800
277
$42K 0.02%
135
+35
278
$41K 0.02%
1,000
+500
279
$41K 0.02%
+675
280
$40K 0.02%
700
281
$39K 0.02%
650
+500
282
$38K 0.02%
+170
283
$37K 0.02%
300
+150
284
$37K 0.02%
276
+239
285
$37K 0.02%
600
+400
286
$37K 0.02%
663
+155
287
$37K 0.02%
300
-4,320
288
$36K 0.02%
669
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289
$36K 0.02%
650
290
$36K 0.02%
1,000
-500
291
$36K 0.02%
710
292
$36K 0.02%
+700
293
$36K 0.02%
440
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294
$36K 0.02%
+150
295
$35K 0.02%
+300
296
$35K 0.02%
104
297
$35K 0.02%
334
+1
298
$35K 0.02%
525
299
$35K 0.02%
100
300
$35K 0.02%
+800
10 11
12
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